The TAMP
For alternatives.
Ditch the patchwork of portals and spreadsheets – run your entire alts program from a single pane of glass.
Trusted by
I'm a Wealth Manager
I'm a Found Manager
Wealth managers use Aqua to
I'm a Wealth Manager
I'm a Found Manager
Wealth managers use Aqua to
I'm a Wealth Manager
I'm a Found Manager
Wealth managers use Aqua to
What Is a TAIP?
A unified operating system
for alternatives.
A Turnkey Alternative Investment Platform lets advisors spend more time advising and less time filing. From pre-trade workflows to subscriptions to post-trade monitoring and reporting, a TAIP system powers the full alternatives investment management lifecycle, in a single unified space.reporting, a TAIP system powers the full alternatives investment management lifecycle, in a single unified space.
What Is a TAIP?
A unified operating system
for alternatives.
A Turnkey Alternative Investment Platform lets advisors spend more time advising and less time filing. From pre-trade workflows to subscriptions to post-trade monitoring and reporting, a TAIP system powers the full alternatives investment management lifecycle, in a single unified space.reporting, a TAIP system powers the full alternatives investment management lifecycle, in a single unified space.
What Is a TAIP?
A unified operating system
for alternatives.
A Turnkey Alternative Investment Platform lets advisors spend more time advising and less time filing. From pre-trade workflows to subscriptions to post-trade monitoring and reporting, a TAIP system powers the full alternatives investment management lifecycle, in a single unified space.reporting, a TAIP system powers the full alternatives investment management lifecycle, in a single unified space.
The TAIP System
From patchwork workflows to
a unified alts operating model.
Turn a stack of a dozen tools, Excel sheets, and manual handoffs with one system to manage the entire alternatives investing lifecycle
The TAIP System
From patchwork workflows to
a unified alts operating model.
Turn a stack of a dozen tools, Excel sheets, and manual handoffs with one system to manage the entire alternatives investing lifecycle
The TAIP System
From patchwork workflows to
a unified alts operating model.
Turn a stack of a dozen tools, Excel sheets, and manual handoffs with one system to manage the entire alternatives investing lifecycle
Pre-Trade
Bring new products onto the platform faster with structured intake, organized diligence, and subscription-ready setup.
Product intake & diligence
Docs + data room
Digital subscriptions
Launch readiness
Pre-Trade
Bring new products onto the platform faster with structured intake, organized diligence, and subscription-ready setup.
Product intake & diligence
Docs + data room
Digital subscriptions
Launch readiness
Pre-Trade
Bring new products onto the platform faster with structured intake, organized diligence, and subscription-ready setup.
Product intake & diligence
Docs + data room
Digital subscriptions
Launch readiness
Subscription Flow
REF-2025-0084
Trade
Execute subscriptions with more control — from order capture and approvals to allocations, status tracking, and a complete audit trail.
Order capture
Approvals & audit trail
Allocations
Status tracking
Subscription Flow
REF-2025-0084Trade
Execute subscriptions with more control — from order capture and approvals to allocations, status tracking, and a complete audit trail.
Order capture
Approvals & audit trail
Allocations
Status tracking
Subscription Flow
REF-2025-0084Trade
Execute subscriptions with more control — from order capture and approvals to allocations, status tracking, and a complete audit trail.
Order capture
Approvals & audit trail
Allocations
Status tracking
Post-Trade
Keep operations clean after execution with reconciliation, reporting, investor communications, and distribution workflows all running from the same system.
Reconciliation
Reporting & statements
Investor communications
Distribution ops
Portfolio Overview
Total AUM
$42.8M
Net IRR
14.2%
Investors
Post-Trade
Keep operations clean after execution with reconciliation, reporting, investor communications, and distribution workflows all running from the same system.
Reconciliation
Reporting & statements
Investor communications
Distribution ops
Portfolio Overview
Total AUM
$42.8M
Net IRR
14.2%
Investors
Post-Trade
Keep operations clean after execution with reconciliation, reporting, investor communications, and distribution workflows all running from the same system.
Reconciliation
Reporting & statements
Investor communications
Distribution ops
Portfolio Overview
Total AUM
$42.8M
Net IRR
14.2%
Investors
Why now
Everyone agrees: alts are the future
But alts infrastructure is stuck in the past.
Alts are the future of the wealth channel, but firms are being asked to add more products…which brings more vehicles, more documents, and more operational complexity than ever. Fund managers need modern distribution infrastructure built for HNWI, and advisors need a clean way to manage subscriptions, reporting, and client visibility. A TAIP is infrastructure to handle all of this and bring alts into the 21st century.
Why now
Everyone agrees: alts are the future
But alts infrastructure is stuck in the past.
Alts are the future of the wealth channel, but firms are being asked to add more products…which brings more vehicles, more documents, and more operational complexity than ever. Fund managers need modern distribution infrastructure built for HNWI, and advisors need a clean way to manage subscriptions, reporting, and client visibility. A TAIP is infrastructure to handle all of this and bring alts into the 21st century.
Why now
Everyone agrees: alts are the future
But alts infrastructure is stuck in the past.
Alts are the future of the wealth channel, but firms are being asked to add more products…which brings more vehicles, more documents, and more operational complexity than ever. Fund managers need modern distribution infrastructure built for HNWI, and advisors need a clean way to manage subscriptions, reporting, and client visibility. A TAIP is infrastructure to handle all of this and bring alts into the 21st century.
99.9%
Uptime Guarantee
150+
Enterprise Integrations
10,000+
Investor Accounts
$3.6B+
Annual Transaction Volume on Platform
Patchwork vs. TAIP-Native
Two ways to run
an alts program.
Most firms still manage alternatives through fragmented workflows built across portals, PDFs, spreadsheets, service providers, and manual handoffs. TAIP-native firms run alts through one unified operating model — with cleaner data, tighter execution, and a better client experience.
Fund Admins
Auto-NAV Update
SYNC: ACTIVE
Wealth Manager
Control Center
USER: ADMIN
Custodians
Asset Recs
DATA: LIVE
Fund Admins
Auto-NAV Update
SYNC: ACTIVE
Wealth Manager
Control Center
USER: ADMIN
Custodians
Asset Recs
DATA: LIVE
SYNC: ACTIVE
Transfer Agents
Real-time Subs
Total Monthly Spend $
Vendor Count
TAIP-Native Stack
DATA: LIVE
Investors
Unified View
SYNC: ACTIVE
Transfer Agents
Real-time Subs
Total Monthly Spend $
Vendor Count
TAIP-Native Stack
DATA: LIVE
Investors
Unified View
A unified TAIP platform
modular by design.
Pick the lane you need today, expand when you're ready. Everything stays connected.
Portfolio Command Center
Enterprise TAIP
The operating system for alternative investments
Manage the full alternative investment lifecycle in one unified platform, from subscription workflows and investor experience to reporting, approvals, and ongoing operations.
Vehicle Access
REIT-2025ACCESS VEHICLES
Launch access vehicles without bespoke operational overhead
Create feeder funds and SPVs through a standardized infrastructure layer that simplifies formation, onboarding, and investor execution.
Fund Factory
REGISTERED PRODUCTS
Launch registered alternative products with less operational lift
Bring interval funds and tender offer funds to market with the infrastructure, workflows, and servicing layer needed to support launch and long-term growth.
Marketplace
1031 DSTPRODUCT MARKETPLACE
A marketplace for alternative products built for action
Help advisors and investors discover, compare, and transact in alternative opportunities through a more streamlined digital experience.
Document Intelligence
DOCUMENT INTELLIGENCE
Turn fragmented documents into structured workflows
Aggregate, extract, and normalize the documents that slow alternative investment operations down so your team can move faster with cleaner data.
Portfolio Command Center
Enterprise TAIP
The operating system for alternative investments
Manage the full alternative investment lifecycle in one unified platform, from subscription workflows and investor experience to reporting, approvals, and ongoing operations.
Vehicle Access
REIT-2025ACCESS VEHICLES
Launch access vehicles without bespoke operational overhead
Create feeder funds and SPVs through a standardized infrastructure layer that simplifies formation, onboarding, and investor execution.
Fund Factory
REGISTERED PRODUCTS
Launch registered alternative products with less operational lift
Bring interval funds and tender offer funds to market with the infrastructure, workflows, and servicing layer needed to support launch and long-term growth.
Marketplace
1031 DSTPRODUCT MARKETPLACE
A marketplace for alternative products built for action
Help advisors and investors discover, compare, and transact in alternative opportunities through a more streamlined digital experience.
Document Intelligence
DOCUMENT INTELLIGENCE
Turn fragmented documents into structured workflows
Aggregate, extract, and normalize the documents that slow alternative investment operations down so your team can move faster with cleaner data.
Getting TAIP-native unlocks alts
across the wealth channel.
Getting TAIP-native unlocks alts
across the wealth channel.
RIAs, Broker-Dealers & MFOs
Track all of your alternative investments in one place
End-to-end investor experience
Unified reporting and transactions
Launch your own custom alts products
RIAs, Broker-Dealers & MFOs
Track all of your alternative investments in one place
End-to-end investor experience
Unified reporting and transactions
Launch your own custom alts products
RIAs, Broker-Dealers & MFOs
Track all of your alternative investments in one place
End-to-end investor experience
Unified reporting and transactions
Launch your own custom alts products
Enterprise-ready
alternatives infrastructure
Aqua is built for the operational, compliance, and security demands of wealth-channel alts.
Audit trails
by default
Every approval, document, and data
change is logged for oversight and
reviews.
Enterprise support
+ SLAs
Hands-on implementation, prioritized
support, and clear operational
ownership.
SOC-2 compliant, enterprise-
grade security
Encryption in transit/at rest, role-
based access controls, and least-
privilege design.
Deploy in your
environment
Every approval, document, and data
change is logged for oversight and
reviews.
We have hundreds of investors, but we run our entire fundraising operation entirely on Aqua…Without them, we’d have needed an entire additional team just handling ops.
Sam Smith - GP and Managing Partner
Large Southern Real Estate Fund Manager
Aqua is built for the operational, compliance, and security demands of wealth -channel alternatives. Aqua is built for the operational, compliance, and security demands of wealth -channel alternatives.
Sam Smith - GP and Managing Partner
Large South-Eastern RIA
Aqua is built for the operational, compliance, and security demands of wealth -channel alternatives.
Sam smith - Head of Platform
Large South-Eastern RIA
We have hundreds of investors, but we run our entire fundraising operation entirely on Aqua…Without them, we’d have needed an entire additional team just handling ops.
Sam Smith - GP and Managing Partner
Large Southern Real Estate Fund Manager
Aqua is built for the operational, compliance, and security demands of wealth -channel alternatives. Aqua is built for the operational, compliance, and security demands of wealth -channel alternatives.
Sam Smith - GP and Managing Partner
Large South-Eastern RIA
Aqua is built for the operational, compliance, and security demands of wealth -channel alternatives.
Sam smith - Head of Platform
Large South-Eastern RIA
We have hundreds of investors, but we run our entire fundraising operation entirely on Aqua…Without them, we’d have needed an entire additional team just handling ops.
Sam Smith - GP and Managing Partner
Large Southern Real Estate Fund Manager
Aqua is built for the operational, compliance, and security demands of wealth -channel alternatives. Aqua is built for the operational, compliance, and security demands of wealth -channel alternatives.
Sam Smith - GP and Managing Partner
Large South-Eastern RIA
Aqua is built for the operational, compliance, and security demands of wealth -channel alternatives.
Sam smith - Head of Platform
Large South-Eastern RIA
